Filed July 27, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,686,318 |
OFI GLOBAL TRUST COMPANY1 year Service code 28 · EIN 13-3459790 | Investment Management | $1,001,957 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $950,295 |
Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $681,803 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $675,107 |
BANK OF TOKYO1 year Filed as: THE BANK OF TOKYO-MITSUBISHI Service code 28 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Investment Management | $522,875 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $513,157 |
PFIZER INC1 year Service code 35 · EIN 13-5315170 | Direct payment from the plan; Employe... | $428,982 |
Filed as: AMERICAN GENERAL LIFE INS CO Service code 28 50 DANBURY ROAD · WILTON, CT 06897 | Investment Management | $427,685 |
Filed as: ROYAL BANK OF CANADA Service code 28 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 21117 | Investment Management | $292,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,575 | $169,122+18.6% | $78,002+157.1% | $329,111-39.1% |
| Participation rate | 98.9% | 88.4%+10.5pp | 75.5%+23.3pp | 67.9%+31.0pp |
| Annual return | 8.70% | 11.00%-2.3pp | 425.99%-417.3pp | 16.35%-7.6pp |
| Employer contribution / active EE | $8,465 | $5,827+45.3% | $2,470+242.7% | $2,303+267.5% |
| Participant deferral / active EE | $16,067 | $8,046+99.7% | $3,497+359.4% | $3,682+336.4% |
| Admin fee / account holder | $31 | $83-61.9% | $5,481-99.4% | $754-95.8% |